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002398.SZ$4.64+4.50%
Fair $4.64+0.0%

002398.SZ

Lets Holdings Group Co., Ltd.

Basic Materials / Building MaterialsShenzhen

$4.64

+0.20 (+4.50%)

Fairly Valued+0.0%Fair Value $4.64Fund rank 37/100 · Data gapFallback financials|
SA 42/C
F-Score: 6/9
Declining RevenueLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $163.8M · quality 82.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

42/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 3 consecutive years ROE is 1.5%, below the 5% threshold
Thesis & Journal · 002398.SZLocal privado en este navegador · Lets Holdings Group Co., Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$3.2B

P/E

66.3x

↑

EV/EBITDA

19.8x

↑

ROE

1.5%

↑

Gross Margin

23.0%

↑

Debt/Equity

0.18

↓
52-Week Range$5
$4$7

TradingView lightweight chart

002398.SZ price, volumen y niveles de valoración

Último $4.640Periodo -8.4%
Fair value: $4.640

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

-15.6%

FCF CAGR

-7.0%

FCF margin

6.9%

FCF / Net income

3.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.37B · net income $54.1M · FCF $163.8M

2022-FY → 2025-FY

Gross margin

23.0%+1.4% pts

Operating margin

4.6%-3.6% pts

Net margin

2.3%-3.1% pts

FCF margin

6.9%+1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.37B$2.37B$2.62B$3.06B$3.95B
Net Income$54.1M$54.1M$49.3M$158.9M$211.2M
EBITDA$173.5M$173.5M$145.0M$274.7M$348.3M
EPS0.080.080.070.220.30
Gross Margin23.0%23.0%22.2%24.8%21.6%
Operating Margin4.6%4.6%4.5%7.4%8.1%
Net Margin2.3%2.3%1.9%5.2%5.4%
Balance Sheet
Debt/Equity0.180.180.150.130.12
Current Ratio3.023.02———
Cash Flow
Free Cash Flow$163.8M$163.8M$111.5M$225.8M$203.9M
Returns
ROE1.5%1.5%1.4%4.3%5.8%
Valuation
P/E66.2966.2958.0021.8619.83
EV/EBITDA19.7619.7621.7813.1712.28
P/B0.870.870.790.941.16
Growth & Yield
Revenue Growth-9.3%-9.3%-14.4%-22.5%—
EPS Growth14.3%14.3%-68.2%-26.7%—
Dividend Yield1.7%1.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

72.7%

muy exigente

EPS terminal req.

$0.41

Spread vs growth

-58.4%

5Y implied EPS CAGR

44.2%

muy exigente

EPS terminal req.

$0.50

Spread vs growth

-29.9%

10Y implied EPS CAGR

25.9%

muy exigente

EPS terminal req.

$0.80

Spread vs growth

-11.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -2.6%

Total return

-2.6%

Start / end P/E

69.3x → 58.0x

EPS bridge

0.07 → 0.08

Residual

-2.3%

EPS growth+14.3%
Multiple rerating-16.3%
Dividend+1.7%
Residual / FX / buybacks / cross-term-2.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.